At a Glance
- Tasks: Manage mortgage applications and provide exceptional customer service throughout the process.
- Company: Join Keystone Property Finance, a leading Buy-to-Let lender with over 25 years of experience.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Embrace our values of excellence, adaptability, integrity, and resilience.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in customer service or finance; strong communication and teamwork skills.
The predicted salary is between 30000 - 40000 £ per year.
PURPOSE Keystone Property Finance is an established Buy-to-Let Lender with a strong brand identity and over 25 years’ experience in the UK mortgage market. Keystone Property Finance are looking for an experienced Case Manager, or someone who is experienced within the financial industry, who is highly motivated individuals with exceptional customer service skills to join our Case Management team.
The ideal candidate will be proactive, efficient, with strong inter-personal skills and a can-do attitude who is committed to meeting deadlines whilst maintaining quality of decisions. The individuals will liaise with our internal underwriting, finance and risk team, as well as external solicitors and Mortgage Brokers to ensure that we meet all compliance standards when processing Mortgage applications.
Key Responsibilities
- People Related Tasks
- Build and maintain effective relationships with all new and existing clients.
- Act as the first ‘port of call’ with any queries on all mortgage applications from Offer stage to Completion.
- Ensure that we are giving timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence.
- Liaise with Mortgage Brokers and Solicitors, updating them of the progress of specific cases and seeking to resolve any queries that arise.
- Liaise with the Line Manager, escalating any specific problems for discussion and resolution.
- Liaise with the underwriting and risk team, ensuring that mortgage requirements and conditions are complied with and updated.
- Daily Operations
- Works within prescribed procedures, practices and agreed SLAs.
- Inputs, updates and maintains data onto the system accurately reflecting the current stage of each case.
- Dealing with legal queries and documentation relating to each application.
- Manage the diary system to monitor applications and deal with any relevant tasks.
- Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from Offer to completion.
- Dealing with phone calls both incoming and outgoing.
- Actioning emails that are received.
KEY SKILLS/COMPETENCIES
- Customer Service
- Goes above and beyond – follows up to make sure the client’s needs have been met; shows pro-activity in offering assistance.
- Interprets customer requirements and produces solutions, considering business requirements.
- Continually looks for ways to exceed customer expectations.
- Adaptability & Flexibility
- Coping with changing circumstances and acting in a manner that facilitates the change process.
- Redirects efforts proactively applying an understanding of the reasons to support colleagues.
- Recognises the need for change and makes recommendations accordingly.
- Co-Operation and Teamwork
- Participates as a team member, creating effective and professional working relationships with colleagues.
- Co-operates openly and honestly with colleagues and participates in team activities, sharing experiences and ideas.
- Assists other team members when necessary.
- Willingness to work towards deadlines.
- Monitoring and Controlling Progress
- Actively monitors progress of day to day work and acts to achieve targets.
- Provides feedback to Senior Manager of any potential problems.
- Knowledge of Process
- Full understanding of required processes and prescribed practices.
- Interprets procedures to ensure excellent customer service.
- Makes suggestions for process improvements.
- General Financial and/or Mortgage knowledge is desirable but not essential.
- Communication
- Communicating facts and concepts so they can be easily interpreted and understood by others.
- Balances amount and level of information, conveys key issues in appropriate order to give an overall picture.
- Communicates in plain English, speaking clearly and fluently and using correct grammar in all written work.
- Listens to instructions and passes on information as directed.
- Planning Own Work
- Establish a daily course of action to accomplish day to day work targets.
- Is aware of team’s priorities, targets and objectives and plans own work accordingly.
Within our team we place great importance on the following:
- Teamwork & Cooperation
- Valuing our People
- Continuous Improvement
- Positive Contribution
- Customer Focus
Keystone’s Values
Our Values help define who we are as Keystone Property Finance. They come from the beliefs we hold, the way we behave and how we want to work together for our customers.
- Excellence
- Adaptability
- Integrity
- Resilience
Our Values are unique to our brand, they give us purpose and focus. They are vital in helping us all ‘do the right thing’. If we are confident that we are true to our values, then we can be sure that we are doing the best for our customers.
Post Offer Case Manager in West Malling employer: Keystone Property Finance
Keystone Property Finance is an exceptional employer that fosters a collaborative and supportive work culture, where teamwork and continuous improvement are at the forefront. With over 25 years in the UK mortgage market, employees benefit from extensive training and development opportunities, ensuring personal and professional growth. Located in a vibrant area, the company offers a dynamic environment that values integrity and resilience, making it an ideal place for motivated individuals seeking meaningful and rewarding careers in the financial industry.
StudySmarter Expert Advice🤫
We think this is how you could land Post Offer Case Manager in West Malling
✨Tip Number 1
Network like a pro! Reach out to people in the financial industry, especially those who work at Keystone Property Finance. A friendly chat can open doors and give you insights that might just help you land that Case Manager role.
✨Tip Number 2
Prepare for the interview by brushing up on your customer service skills. Think of examples where you've gone above and beyond for clients. We want to see that can-do attitude in action!
✨Tip Number 3
Show off your adaptability! Be ready to discuss how you've handled changes in the workplace. We love candidates who can pivot and keep things running smoothly, especially in a fast-paced environment like ours.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Keystone Property Finance.
We think you need these skills to ace Post Offer Case Manager in West Malling
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the role of a Case Manager. Use keywords from the job description to show that you understand what we're looking for.
Show Off Your Customer Service Skills:Since exceptional customer service is key for us, share specific examples of how you've gone above and beyond for clients in your previous roles. This will help us see your proactive approach in action!
Keep It Clear and Concise:When writing your application, aim for clarity. Use plain English and avoid jargon. We want to easily understand your qualifications and experiences without sifting through unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Keystone Property Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of the mortgage process and financial industry. Familiarise yourself with common terms and practices, as well as Keystone Property Finance's values and brand identity. This will show that you're genuinely interested and prepared.
✨Show Off Your Customer Service Skills
Prepare examples of how you've gone above and beyond for customers in previous roles. Think about specific situations where you resolved issues or exceeded expectations. This will demonstrate your commitment to exceptional customer service, which is key for this role.
✨Be a Team Player
Highlight your ability to work collaboratively with others. Share experiences where you've successfully cooperated with colleagues or external partners, like solicitors or brokers. This will showcase your teamwork skills, which are essential for the Case Manager position.
✨Stay Organised and Proactive
Discuss how you manage your workload and keep track of multiple cases. Mention any tools or methods you use to stay organised and ensure timely responses. This will reflect your proactive attitude and ability to meet deadlines while maintaining quality.
